Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage mortgage applications from start to finish, ensuring smooth processing and exceptional customer service.
- Company: Join a growing specialist mortgage brokerage with a focus on teamwork and client satisfaction.
- Benefits: Competitive salary, career development opportunities, and a supportive work environment.
- Why this job: Be a key player in helping clients secure their dream homes while developing your skills.
- Qualifications: Experience in mortgage case management or administration is essential; strong communication skills are a must.
- Other info: Dynamic role with opportunities for growth and learning in the finance sector.
The predicted salary is between 28800 - 48000 £ per year.
We are working closely with our client, a specialist mortgage brokerage, as they expand their team with the addition of experienced Case Managers. This role provides an opportunity to join a growing business where you will play a critical part in managing finance applications from submission through to completion. You will support Finance Consultants and work closely with key stakeholders including Underwriters, Brokers, Risk Teams, Solicitors, and Valuers. The successful candidate will demonstrate a high standard of customer service, administrative efficiency, and the ability to manage multiple applications with accuracy and attention to detail. This is a hands-on role suited to someone with previous experience in mortgage case management or processing, ideally within residential or property finance.
Responsibilities for the role:
- Manage a pipeline of property investment and development finance cases
- Liaise between customers and lenders to ensure smooth and timely processing of mortgage applications
- Proactively manage each case from application to completion, maintaining service levels and meeting deadlines
- Deliver exceptional customer service by promptly responding to written and verbal enquiries
- Ensure that clients are updated throughout the application process, and all stakeholders remain informed
- Maintain detailed and accurate records of all communication and actions in system event logs
- Track applications and follow internal processes in line with risk and compliance frameworks, including GDPR
- Carry out credit checks and review reports as part of the packaging process
- Accurately package cases with all necessary documentation for submission to lenders
- Coordinate the release of completion funds with relevant parties
- Work closely with internal departments and external contacts to ensure the timely and efficient progression of each case
- Assist with general administrative duties relating to case management
- Use internal CRM systems (OMS preferred) for all workflow management and reporting
Experience required:
- Experience in a similar case management or mortgage administration role
- Experience within banking, financial services, or property finance is preferred
- Previous experience processing residential mortgage cases is advantageous
- Proficient in handling a high-volume caseload while maintaining accuracy and efficiency
- Exceptional written and verbal communication skills
- Highly organised with the ability to prioritise a busy workload and work to tight deadlines
- Experience using OMS CRM is desirable
Locations
Mortgage Case Manager in Fleet, Hampshire employer: Stellar Select
Contact Detail:
Stellar Select Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Case Manager in Fleet, Hampshire
✨Tip Number 1
Network like a pro! Reach out to your connections in the mortgage and finance industry. You never know who might have a lead on a job or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching common questions for Mortgage Case Managers. Practise your answers, focusing on your experience with managing applications and providing top-notch customer service.
✨Tip Number 3
Showcase your organisational skills! During interviews, highlight how you've successfully managed multiple cases and maintained accuracy under pressure. Use specific examples to back up your claims.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Mortgage Case Manager role, and we’re here to support you every step of the way.
We think you need these skills to ace Mortgage Case Manager in Fleet, Hampshire
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Mortgage Case Manager role. Highlight your relevant experience in mortgage case management or processing, and don’t forget to showcase your customer service skills. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention specific experiences that relate to managing finance applications and working with stakeholders. Let us know what makes you tick!
Show Off Your Attention to Detail: In this role, accuracy is key. When filling out your application, double-check for any typos or errors. We appreciate candidates who take the time to ensure everything is spot on, just like we do in our work!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at Stellar Select
✨Know Your Stuff
Before the interview, make sure you brush up on your knowledge of mortgage processes and case management. Familiarise yourself with common terminology and the specific requirements of the role. This will not only help you answer questions confidently but also show that you're genuinely interested in the position.
✨Showcase Your Customer Service Skills
Since exceptional customer service is key for this role, prepare examples from your past experiences where you went above and beyond for clients. Think about how you handled difficult situations or ensured smooth communication between stakeholders. This will demonstrate your ability to manage relationships effectively.
✨Be Organised and Detail-Oriented
Given the nature of the job, being organised is crucial. Bring a notebook to jot down important points during the interview and be ready to discuss how you manage multiple applications simultaneously. Highlight any tools or systems you've used in the past to keep track of cases and ensure accuracy.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the team dynamics, the company’s approach to compliance, or how they measure success in the role. This shows your enthusiasm and helps you gauge if the company is the right fit for you.